Daniel Tey Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

1 of 100 associates selected among 5,000 + candidates across Canada for a rotational internship in three sectors of the industry.Corporate Client Group, Relationship Management Associate December 2019 – Present• Assemble pitch decks, client acquisition reports and relationship reviews to support client acquisition/retention • Construct prospective client lists and related briefing memos through the use of research and industry tools• Build business cases for loan proposals to support banking senior management in loan decisionRise Asset Development, Business Analyst August 2019 – December 2019• Analyzed client data via Salesforce to create strategy recommendations such as loan support programs resulting in increased loan repayment and lower chances of loan default by 5% • Performed market research on mental health initiatives in Winnipeg and Montreal for firm expansion opportunities culminating in presentation to senior management• Redesigned client engagement process through research and data analysis to increase client engagement by 40%Personal and Commercial Banking, Client Advisor March 2019 – August 2019• Developed sales acumen through client discovery and provide banking solutions that fit client needs• Identified and referred 3 opportunities per week for Mortgage Specialists, Investment Retirement Professionals, and Financial Planners to help reach branch referral quotas• Pitched Personal and Commercial Banking product offerings to clients contributing to increasing sales by 25%

University Of British Columbia

• Presented partnership benefits and product analysis to various student organizations• Promoted positive brand awareness using social media platforms such as Facebook, Instagram• Researched product offerings and competition to develop effective marketing strategies on campus

Shanghai City, China

• Formulated marketing strategies through researching market trends and product development• Assisted workflow by creating meeting materials and preparing logistics documents• Prepared materials necessary for promotional events through graphic design

Shanghai

• Developed alternative solutions for all projects and existing marketing strategies• Cooperated with advertising and promotion managers to evaluate existing marketing strategies• Evaluated market characteristics, costs and markup factors to create new marketing strategies